Please fill out the contact form below and we will reply as soon as possible.
How to view the Login History? To view the Login History follow the steps given below: Go to CRM Settings...
June 10th, 2021 540 views 0 likes
How to Add New User? To Add New Users follow the steps given below: Login as an Admin user Go...
March 9th, 2021 566 views 0 likes
How to create Roles? To create Roles follow the steps given below: Go to CRM Settings > User Management >...
March 10th, 2021 489 views 0 likes
There are two types of Sharing Rules: Public Sharing Rules: It helps you to control a group or a role...
March 12th, 2021 464 views 0 likes
How to create Profiles? To create Profiles follow the steps given below: Go to CRM setting > User Management >...
March 12th, 2021 494 views 0 likes
How to create and manage Groups? You can create different Groups to manage the operation within the Organisation. To create...
March 12th, 2021 413 views 0 likes